Scope - Settings

• Show Unit Price Information:

  This setting is used to show or hide the following unit price information on the Line Items page:

  • Quantity
  • Unit Code
  • UOM
  • Unit Price
  • Pivot Type

  You may want to hide unit price information if it is of a sensitive nature. The show/hide takes place when the scope document is saved.

  Note: Proliance continues to process all unit price-related business rules even if you choose to hide this information. This ensures that all information is current if you choose to display unit price information later on.

  The Show Unit Price Information setting is unavailable if BCM integration is disabled.

• Default Pivot Type:

  Select which value should remain constant when Proliance recalculates the Total Amount based on this formula:

  Total Amount = Quantity * Unit Price

  The default pivot type is used when you create new items on the Line Items page, You can change the pivot type when the line items are created.

  The Default Pivot Type setting is available only when Show Unit Price Information has been enabled.

• Enable Cost Offset: Select this check box to have Proliance automatically create an offset for each budget allocation on the scope document. These offsets are not visible on the scope document, but they appear on the Anticipated Cost Report. Clear this check box if you want to create offsetting line items yourself.
• Merge Cost Items during Handoff: Select this check box to have Proliance attempt to merge cost line items when performing a Handoff from a Scope document to a Cost Account document.
  
  If this option is checked, instead of creating a new line item in the Cost Account for every Scope line item to be handed off, the Handoff process will attempt to merge each of the Scope Line Items with one or more existing line items in the target Cost Account.
  
  Please see Handing Off Allocations in a Scope Document for more information on the conditions required for a successful Merge to occur.
  
• Current Cost ACR Column:From the drop-down list, select the ACR column that cost information should be assigned to.

• Show on ACR in Pending States:

  Select this check box to include the scope's allocations the Anticipated Cost Report (ACR) when this scope document is in the Pending state. Clear this check box to exclude the allocations from the ACR while the scope document is Pending.

  Regardless of this setting, a scope's allocations are always included in budget and cost calculations and shows on the ACR when the scope document reaches the Approved state.

• Show on ACR in Pending Approval States:

  Select this check box to include the scope's allocations in the Anticipated Cost Report (ACR) when this scope document is in the Pending Approval states. Clear this check box to exclude the allocations from the ACR while the scope document is Pending Approval.

  Regardless of this setting, a scope's allocations are always included in budget and cost calculations and shows on the ACR when the scope document reaches the Approved states.

Subtype State ACR Columns: Click the 'View Subtype State Configuration' link to view the currently active standard and user-defined states for this scope document subtype, the default order in which these states will occur (sort order), and the Budget/Cost ACR column that will be updated when this document enters the given state. This link is available only after you save the document for the first time.

Budget/Cost ACR Column:

In this section, use the drop-down lists to select the budget or cost ACR columns that Proliance should use for the allocations when the scope document enters the indicated state. You have three options:

a. Leave as is and use the default ACR columns as set from your Local Admin.

b. Override the default ACR column by selecting a different one. Note that this override only applies to the existing scope document and not to new or existing ones.

c. Select Use Subtype State Configuration to have this ACR column determined from the Local Admin's 'Subtype State Configuration' setting. This setting in the Local Admin only defines the ACR column for new scope documents and existing ones that selected Use Subtype Configuration.

The 'No Change' option instructs Proliance to use the same ACR column from the previous state.

For example, if you select 'Cost Original' for Cost ACR Column in Approved State, Proliance automatically changes the ACR columns of all the cost allocations to 'Cost Original' once the scope document reaches the Approved state. You can still change the ACR column later through the Scope - Line Items page.

This section determines what book types are available to the current scope document. A book type may not be available for selection if it was not enabled for the workspace. For more information, see "Enabling/Disabling Book Types in a Workspace".

• Enable Open Book: Select the check box to make the "Open" book type available to the current scope document.

• Enable Closed Book: Select the check box to make the "Closed" book type available to the current scope document.
• Enable Internal Book: Select the check box to make the "Internal" book type available to the current scope document.
• Enable Managed Book: Select the check box to make the "Managed" book type available to the current scope document.